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Steven James Atkinson

Dimensional Fund Advisors LP

Austin, TX

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Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-05
  • TX RA
    APPROVED_RES
    Since 2025-08-05

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Loring Ward Holdings, Inc San Jose CA 07/2005 11/2018
Lwi Financial Inc. San Jose CA 07/2005 11/2018
Foreside Financial Services, Llc Edwards CO 10/2018 09/2023
Buckingham Strategic Partners Edwards CO 12/2018 09/2023
Retired/Unemployed Edwards CO 09/2023 02/2025
Dimensional Fund Advisors Austin TX 07/2025 Present
American Century Investment Services, Inc. Kansas City MO 02/2025 07/2025
  • 07/2005 → 11/2018
    Loring Ward Holdings, Inc
    San Jose, CA
  • 07/2005 → 11/2018
    Lwi Financial Inc.
    San Jose, CA
  • 10/2018 → 09/2023
    Foreside Financial Services, Llc
    Edwards, CO
  • 12/2018 → 09/2023
    Buckingham Strategic Partners
    Edwards, CO
  • 09/2023 → 02/2025
    Retired/Unemployed
    Edwards, CO
  • 07/2025 → Present
    Dimensional Fund Advisors
    Austin, TX
  • 02/2025 → 07/2025
    American Century Investment Services, Inc.
    Kansas City, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-01-26
  • S66 Uniform Combined State Law Examination
    1998-01-26
Other Names
  • Steve Atkinson

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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